|
⚲
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| Investrust Consulting LLC
✚
| |
|---|---|
| CRD # | 108037 |
| SEC # | 801-55942 |
| CIK # | |
| AUM | $562.7 MM (2024-03-14) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 405-843-7046 |
| Address | 5100 N Classen Boulevard Oklahoma City, OK 73118 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 0.6 |
| By Discretionary | ||
| Discretionary | 4 | 0.0 |
| Non-Discretionary | 7 | 0.5 |
| Total | 11 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 11 | 0.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TRPC Advisory Services Inc
✚
|
TN | 0.9 |
|
Consequent Capital Management LLC
✚
|
GA | 0.7 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.7 |
|
Investment Performance Services LLC
✚
|
GA | 0.6 |
|
VERT Asset Management LLC
✚
|
CA | 0.3 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.3 |
|
First Financial Coaching Inc
✚
|
MI | 0.3 |
|
2Xideas US Inc
✚
|
NY | 0.3 |
|
Genesia Investments LLC
✚
|
SC | 0.2 |
|
STF Management LP
✚
|
TX | 0.2 |